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• Surveys say that the average planned gift is 200 times larger than a person’s average annual gift and statistics indicate that most major-sized gifts are made through end-of-life instruments rather than through current-giving methods. Yet, the majority of planned gift donors are often overlooked by development offices simply because they are masquerading as annual fund donors. However, based on their gift potential, a well-structured proactive investigation for planned gift prospects should be part of your prospecting strategy. This session begins with a detailed discussion on understanding the most common planned giving donor profiles and then continues with step-by-step actions to help you identify the best prospects at your organization. Join us for this enlightening journey into the world of the hidden major donor!
Presentation conceived, researched, written and delivered by Katherine Swank, J.D. (May 2014)